Generate a Payment Report

In this article, you will learn how to generate a payment report.

The payment report includes all patient financial transactions grouped by location and broken down by type of payment. Both single provider accounts and enterprise corporate/admin accounts are able to generate a payment report. 

In order to generate a payments report in a provider account:

• Select Reports from the Dashboard list
• Select Payment Reports
• Set parameters by searching for provider, patient, or setting a date range
• Click Search to generate the report